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What Estate Planners Need to Know About Medicare

What Estate Planners Need to Know About Medicare

May 26, 2020 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Administration

What Estate Planners Need to Know About Medicare “What Estate Planners Need to Know about Medicare,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Travis Hayes, ACTEC Fellow from Naples, Florida. In an earlier...
Designing and Drafting Trusts in Light of the SECURE Act

Designing and Drafting Trusts in Light of the SECURE Act

May 5, 2020 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, IRS / Tax Guidance, T&E Administration

Designing and Drafting Trusts in Light of the SECURE Act SECURE Act — 5 Part Special Updating Existing Estate Plans Under the SECURE Act – posted April 21, 2020 Planning for Common Scenarios Under the SECURE Act – posted April 28, 2020 Designing and...
Planning for Common Scenarios Under the SECURE Act

Planning for Common Scenarios Under the SECURE Act

Apr 28, 2020 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, IRS / Tax Guidance, T&E Administration

Planning for Common Scenarios Under the SECURE Act SECURE Act — 5 Part Special Updating Existing Estate Plans Under the SECURE – posted April 21, 2020 Planning for Common Scenarios Under the SECURE Act – (this podcast) Designing and Drafting Trusts in...
Updating Existing Estate Plans Under the SECURE Act

Updating Existing Estate Plans Under the SECURE Act

Apr 21, 2020 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, IRS / Tax Guidance, T&E Administration

Updating Existing Estate Plans Under the SECURE Act SECURE Act — 5 Part Special Updating Existing Estate Plans Under the SECURE (this podcat) Planning for Common Scenarios Under the SECURE Act – posted April 28, 2020 Designing and Drafting Trusts in Light of the...
Autonomy in Estate Planning

Autonomy in Estate Planning

Apr 7, 2020 | ACTEC Trust & Estate Talk Podcasts, Business Planning, General Estate Planning, T&E Administration

Autonomy in Estate Planning “Autonomy in Estate Planning,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Stacy Singer, ACTEC Fellow from Chicago. Providing space for autonomy with next generation family members is...
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